OptiFour Integrated Wealth Management’s Pfizer PFE Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,353	Closed	-$302K	–	75
2019 Q2	$302K	Buy	+7,353	New	+$292K	0.21%	57
2019 Q1	–	Sell	-5,274	Closed	-$218K	–	51
2018 Q4	$218K	Hold	5,274	–	–	0.2%	43
2018 Q3	$221K	Buy	+5,274	New	+$203K	0.18%	53
2018 Q1	–	Sell	-5,863	Closed	-$201K	–	63
2017 Q4	$201K	Buy	+5,863	New	+$200K	0.17%	61

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

OptiFour Integrated Wealth Management's PFE Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of Pfizer (PFE) in Q3 2019, closing a stake of 7,353 shares — an estimated $302K sold.

OptiFour Integrated Wealth Management first reported a position in PFE in Q4 2017 and held it in 4 quarters. The position peaked at $302K in Q2 2019. 2,323 funds tracked by Wall St. Rank hold PFE as of Q3 2019.

OptiFour Integrated Wealth Management reported no remaining Pfizer position as of Q3 2019 after selling out during the quarter.
OptiFour Integrated Wealth Management sold 7,353 Pfizer shares in Q3 2019, an estimated $302K.
OptiFour Integrated Wealth Management first reported a position in Pfizer in Q4 2017 and held it in 4 quarters.
OptiFour Integrated Wealth Management's Pfizer position peaked at $302K in Q2 2019.
2,323 funds tracked by Wall St. Rank held Pfizer as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.